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Berkshire Hathaway Class B

2,655 hedge funds and large institutions have $214B invested in Berkshire Hathaway Class B in 2019 Q4 according to their latest regulatory filings, with 356 funds opening new positions, 945 increasing their positions, 977 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more first-time investments, than exits

New positions opened: 356 | Existing positions closed: 79

39% more call options, than puts

Call options by funds: $3.71B | Put options by funds: $2.67B

13% more funds holding in top 10

Funds holding in top 10: 440496 (+56)

10% more capital invested

Capital invested by funds: $195B → $214B (+$19.6B)

10% more funds holding

Funds holding: 2,4182,655 (+237)

1.21% more ownership

Funds ownership: 67.45%68.67% (+1.2%)

3% less repeat investments, than reductions

Existing positions increased: 945 | Existing positions reduced: 977

Holders
2,655
Holders Change
+237
Holders Change %
+9.8%
% of All Funds
52.3%
Holding in Top 10
496
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+12.73%
% of All Funds
9.77%
New
356
Increased
945
Reduced
977
Closed
79
Calls
$3.71B
Puts
$2.67B
Net Calls
+$1.05B
Net Calls Change
+$754M
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
2176
Moody National Bank Trust Division
Texas
$506K -$8.9K -41 -2%
AAM
2177
Augustine Asset Management
Florida
$504K +$42.8K +197 +10%
SCP
2178
Stamos Capital Partners
California
$503K +$482K +2,220 New
BCM
2179
BTC Capital Management
Iowa
$499K
APWM
2180
Atlas Private Wealth Management
New York
$499K +$478K +2,203 New
CFG
2181
CMC Financial Group
Georgia
$498K
SEIA
2182
Signature Estate & Investment Advisors
California
$498K +$41.7K +192 +10%
FEM
2183
Fulcrum Equity Management
Texas
$498K +$152K +700 +47%
EMG
2184
Ellington Management Group
Connecticut
$498K +$261K +1,200 +120%
BRA
2185
Biechele Royce Advisors
Indiana
$496K
CA
2186
Crewe Advisors
Utah
$495K -$62.3K -287 -12%
DP
2187
Denver PWM
Colorado
$494K
CWM
2188
Concentric Wealth Management
California
$494K +$474K +2,182 New
ED
2189
Exane Derivatives
France
$490K -$131K -604 -22%
CM
2190
Cornerstone Management
Georgia
$488K +$468K +2,155 New
GG
2191
Greenwood Gearhart
Arkansas
$488K
RB
2192
Rodgers Brothers
Pennsylvania
$488K
ARG
2193
Advisory Resource Group
Oklahoma
$485K +$37.4K +172 +9%
RCM
2194
Radnor Capital Management
Pennsylvania
$484K
SQA
2195
Simon Quick Advisors
New Jersey
$483K -$46.5K -214 -9%
SFG
2196
StrategIQ Financial Group
Indiana
$483K +$24.8K +114 +6%
WCAMG
2197
Woodard & Company Asset Management Group
North Carolina
$481K
BWP
2198
Bernardo Wealth Planning
Pennsylvania
$480K -$1.09K -5 -0.2%
QPWM
2199
Quadrant Private Wealth Management
Pennsylvania
$480K +$131K +604 +40%
RP
2200
Rowlandmiller & Partners
Georgia
$476K +$217 +1 +0%

BRK.B Hedge Fund Activity: Q4 2019 in Review

2,655 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2019, worth a combined $214B — up 10% from $195B a quarter earlier.

Buyers outnumbered sellers: 356 funds opened new BRK.B positions and 79 closed out — a net gain of 277 holders — while 945 added to existing stakes and 977 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.06B. The largest seller was Gates Foundation Trust, cutting an estimated $1.09B.

  • 2,655 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2019, up from 2,418 in Q3 2019.
  • Funds reported $214B of Berkshire Hathaway Class B stock for Q4 2019, up 10% quarter-over-quarter.
  • 356 funds opened new Berkshire Hathaway Class B positions in Q4 2019 and 79 closed out, a net change of +277 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2019 was Capital World Investors, an estimated $1.06B added.
  • The largest Berkshire Hathaway Class B seller in Q4 2019 was Gates Foundation Trust, an estimated $1.09B sold.

Based on aggregated 13F filings for Q4 2019.